Step 1: Introductory call
The process begins with a short introductory call.
This conversation is an opportunity to learn about your situation, where you are in your career, and the financial questions you’re currently facing. This is also an opportunity for you to ask us anything that is on your mind.
If it appears that we may be able to help, we’ll schedule the next step.
Step 2: Planning Orientation
During the planning orientation, we begin looking at the key pieces of your financial picture. We’ll review accounts, investments, and pension benefits.
This step focuses on understanding the numbers and the systems involved so we can evaluate how they interact over time.
Step 3: Strategy Development
We analyze the information and connect your financial data to your goals, timelines, and priorities. From this analysis we develop a concise financial strategy summarized in your Federal Planning Briefâ„¢.
Step 4: Strategy Review
During the review meeting we walk through key planning opportunities, investment considerations, and federal pension and benefit alignment strategies. After this meeting you will know exactly which opportunities we identified and how we may be able to help.
Step 5: Strategy Clearance
After the review meeting, you take the Federal Planning Brief with you for your own review and consideration. This step gives you time to clear the strategy with your own priorities, timeline, and comfort level before deciding whether to move forward.
Step 6: Strategy Alignment
We formalize the engagement and begin implementing the strategy. This includes coordinating accounts, refining the plan, and establishing the ongoing planning process.
